Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 4,261 institutions reported holding it in 13F filings for Q2 2026, worth $301.8B in total; 4 superinvestors hold it, including Markel Group and Gardner Russo & Quinn.
13F holders, Q4 2025
Institutional positions in Costco Wholesale Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,139
- +272 vs. Q3 2025
- Shares held
- 317.0M
- +21.4M (+7.2%) vs. Q3 2025
- Total value
- $272.0B
- −$1.24B (−0.5%) vs. Q3 2025
- New holders
- 447
- 1,563 more added
- Sold out
- 175
- 1,654 more reduced
75 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,261 | $301.8B |
| Q1 2026 | 4,275 | $311.5B |
| Q4 2025 | 4,139 | $272.0B |
| Q3 2025 | 3,942 | $274.4B |
| Q2 2025 | 4,012 | $302.3B |
| Q1 2025 | 3,953 | $287.8B |
| Q4 2024 | 3,942 | $279.6B |
| Q3 2024 | 3,591 | $266.7B |
| Q2 2024 | 3,527 | $258.3B |
| Q1 2024 | 3,420 | $222.0B |
| Q4 2023 | 3,344 | $201.0B |
| Q3 2023 | 3,078 | $169.9B |
| Q2 2023 | 3,042 | $162.0B |
| Q1 2023 | 2,944 | $149.2B |
| Q4 2022 | 2,939 | $137.2B |
| Q3 2022 | 2,826 | $141.6B |
| Q2 2022 | 2,785 | $143.4B |
| Q1 2022 | 2,863 | $172.4B |
| Q4 2021 | 2,823 | $170.2B |
| Q3 2021 | 2,463 | $134.3B |
| Q2 2021 | 2,394 | $119.0B |
| Q1 2021 | 2,359 | $104.1B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 252 | $217.3K | 0.07% | −78−23.6% | Reduced |
| One Wealth Advisors, LLC | 252 | $217.3K | 0.03% | −1−0.4% | Reduced |
| Cogent Private Wealth, Inc. | 252 | $217.3K | 0.17% | +252 | New |
| Curated Wealth Partners LLC | 253 | $218.2K | 0.02% | −200−44.2% | Reduced |
| Flywheel Private Wealth LLC | 253 | $218.2K | 0.14% | −100−28.3% | Reduced |
| Oldfather Financial Services, LLC | 253 | $218.6K | 0.07% | +27+11.9% | Added |
| Lynch Investment Planning, LLC | 254 | $218.7K | 0.21% | +254 | New |
| Stapp Wealth Management, PLLC | 254 | $219.0K | 0.28% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 254 | $219.0K | 0.01% | +254 | New |
| ORBA Wealth Advisors, L.L.C. | 256 | $220.8K | 0.19% | −60−19.0% | Reduced |
| Patton Fund Management, Inc. | 256 | $220.8K | 0.03% | −17−6.2% | Reduced |
| Advocate Group LLC | 256 | $220.8K | 0.04% | −14−5.2% | Reduced |
| Fortress Wealth Group, LLC | 235 | $220.9K | 0.08% | −3−1.3% | Reduced |
| GFI Investment Counsel Ltd. | 257 | $221.6K | 0.02% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 258 | $222.1K | 0.15% | −18−6.5% | Reduced |
| Crew Capital Management, Ltd. | 258 | $222.5K | 0.14% | +5+2.0% | Added |
| Insight Wealth Partners, LLC | 258 | $222.5K | 0.09% | −11−4.1% | Reduced |
| EnRich Financial Partners LLC | 258 | $222.5K | 0.06% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 258 | $222.7K | 0.02% | −84−24.6% | Reduced |
| Holistic Financial Partners | 259 | $222.9K | 0.08% | −29−10.1% | Reduced |
| Kelly Financial Services LLC | 259 | $223.4K | 0.06% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 259 | $223.4K | 0.03% | 00.0% | Unchanged |
| Manuka Financial, LLC | 260 | $223.9K | 0.14% | −47−15.3% | Reduced |
| Cape Investment Advisory, Inc. | 260 | $224.1K | 0.07% | +148+132.1% | Added |
| State of Wyoming | 260 | $224.2K | 0.02% | +260 | New |
| Rayburn West Financial Services LLC | 260 | $224.2K | 0.14% | +260 | New |
| William Mack & Associates, Inc. | 260 | $224.6K | 0.11% | −8−3.0% | Reduced |
| Investment Planning Advisors, Inc. | 261 | $225.0K | 0.07% | +261 | New |
| Capital City Trust Co | 261 | $225.1K | 0.05% | −30−10.3% | Reduced |
| BetterWealth, LLC | 261 | $225.1K | 0.05% | −23−8.1% | Reduced |
| Awm Capital, LLC | 261 | $225.6K | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 262 | $226.0K | 0.15% | +262 | New |
| Baron Wealth Management LLC | 262 | $226.0K | 0.07% | −45−14.7% | Reduced |
| New World Advisors LLC | 263 | $226.8K | 0.04% | −165−38.6% | Reduced |
| D L Carlson Investment Group Inc | 263 | $226.8K | 0.04% | −4−1.5% | Reduced |
| Lincoln Capital Corp | 263 | $226.8K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 263 | $226.8K | 0.11% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 230 | $227.5K | 0.14% | +5+2.2% | Added |
| BridgePort Financial Solutions, LLC | 264 | $227.7K | 0.06% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 265 | $228.5K | 0.04% | +39+17.3% | Added |
| Ogorek Anthony Joseph | 266 | $229.0K | 0.06% | −1−0.4% | Reduced |
| Smith Partners Wealth Management, LLC | 266 | $229.4K | 0.21% | +266 | New |
| Charter Oak Capital Management, LLC | 266 | $229.5K | 0.02% | +3+1.1% | Added |
| Hughes Financial Services, LLC | 266 | $229.5K | 0.04% | −2−0.7% | Reduced |
| Vestia Personal Wealth Advisors | 234 | $229.6K | 0.12% | +3+1.3% | Added |
| Wharton Business Group, LLC | 266 | $229.7K | 0.01% | +5+1.9% | Added |
| Focused Wealth Management, Inc | 267 | $230.4K | 0.02% | +267 | New |
| Dunhill Financial, LLC | 267 | $230.5K | 0.06% | +14+5.5% | Added |
| Horizon Wealth Management, LLC | 268 | $231.5K | 0.04% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 269 | $232.0K | 0.08% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 270 | $232.8K | 0.17% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 270 | $233.0K | 1.01% | −145−34.9% | Reduced |
| Montis Financial, LLC | 271 | $233.3K | 0.05% | +20+8.0% | Added |
| Advance Capital Management, Inc. | 271 | $233.5K | 0.01% | −12−4.2% | Reduced |
| Uhlmann Price Securities, LLC | 271 | $233.8K | 0.14% | +31+12.9% | Added |
| Granville Capital, Inc. | 272 | $234.4K | 0.12% | +272 | New |
| Laidlaw Wealth Management LLC | 272 | $234.6K | 0.73% | −622−69.6% | Reduced |
| Treasure Coast Financial Planning | 272 | $234.6K | 0.12% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 272 | $234.9K | 0.09% | −2−0.7% | Reduced |
| LCNB Corp | 273 | $235.4K | 0.08% | +273 | New |
| Sfam, LLC | 273 | $235.4K | 0.22% | +273 | New |
| Fortitude Financial, LLC | 274 | $236.3K | 0.20% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 274 | $236.7K | 0.06% | +20+7.9% | Added |
| Johnson & White Wealth Management, LLC | 275 | $237.1K | 0.10% | −50−15.4% | Reduced |
| Uniting Wealth Partners, LLC | 275 | $237.2K | 0.07% | +25+10.0% | Added |
| Spectrum Investment Advisors, Inc. | 275 | $237.5K | 0.12% | +32+13.2% | Added |
| Beacon Financial Strategies CORP | 276 | $238.0K | 0.13% | 00.0% | Unchanged |
| Balentine LLC | 276 | $238.0K | 0.01% | +18+7.0% | Added |
| Align Financial, LLC | 238,089 | $238.1K | 0.14% | +238,089 | New |
| Cornerstone Wealth Advisors, Inc. | 276 | $238.1K | 0.06% | 00.0% | Unchanged |
| OLIO Financial Planning | 279 | $240.3K | 0.07% | +2+0.7% | Added |
| Steffes Financial, Ltd. | 279 | $240.6K | 0.13% | +279 | New |
| Dupree Financial Group, LLC | 280 | $241.4K | 0.09% | 00.0% | Unchanged |
| James Hambro & Partners | 280 | $241.4K | 0.01% | +280 | New |
| IMA Wealth, Inc. | 280 | $241.5K | 0.02% | +18+6.9% | Added |
| Nixon Capital, LLC | 280 | $241.5K | 0.06% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 281 | $242.3K | 0.03% | +281 | New |
| Banque de Luxembourg S.A. | 281 | $242.3K | 0.11% | +281 | New |
| LFG Wealth Partners, LLC | 281 | $242.3K | 0.15% | +281 | New |
| SwitchPoint Financial Planning, LLC | 281 | $242.6K | 0.17% | −2−0.7% | Reduced |
| Cullen Investment Group, Ltd. | 263 | $243.4K | 0.03% | 00.0% | Unchanged |
| Carroll Advisory Group, LLC | 283 | $243.8K | 0.11% | +283 | New |
| WMG Financial Advisors, LLC | 283 | $244.0K | 0.10% | −384−57.6% | Reduced |
| StoryOne LLC | 0 | $244.0K | 0.15% | 0 | New |
| Rockbridge Investment Management, LCC | 283 | $244.4K | 0.02% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 284 | $244.8K | 0.09% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 285 | $245.8K | 0.08% | 00.0% | Unchanged |
| Cowa, LLC | 285 | $246.4K | 0.07% | +285 | New |
| Heritage Wealth Management, Inc. | 286 | $246.6K | 0.16% | −18−5.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 286 | $246.9K | 0.09% | 00.0% | Unchanged |
| SWP Financial LLC | 286 | $247.0K | 0.12% | 00.0% | Unchanged |
| Altar Rock LLC | 287 | $247.5K | 0.30% | +287 | New |
| Evolution Wealth Advisors, LLC | 287 | $247.5K | 0.02% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 288 | $249.0K | 0.28% | +288 | New |
| Summit Wealth Partners, LLC | 289 | $249.3K | 0.05% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 289 | $249.4K | 0.03% | −8−2.7% | Reduced |
| Boston Research & Management Inc | 290 | $250.1K | 0.06% | −100−25.6% | Reduced |
| Atlas Wealth Partners, LLC | 290 | $250.1K | 0.27% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 290 | $250.1K | 0.03% | +21+7.8% | Added |
| Ketron Financial | 291 | $250.7K | 0.08% | +291 | New |